Customers · updated 2026-08-08
The "Estimates" panel at the top of the Customers page tracks every quote you have out: what was accepted, what is pending, and what fell through.
Click the "Estimates" button above the metrics. It shows your estimate count, and a pulsing badge when new accepted estimates are waiting (the tooltip counts "new estimates to review"). Arriving from an estimate alert opens the panel already expanded.
The expanded panel summarizes "accepted", "pending", and "canceled" counts, plus the "Accepted value" and "Pending value" totals.
Tabs are "All", "Accepted", "Pending", and "Canceled". Each row shows the estimate number, customer, a status chip ("Accepted", "Sent", "Declined", or "Expired"), amount, and date.
Rows with the "Sent" status offer "View" (opens the customer-facing page), "Edit", "Resend" (toast: "Estimate #{number} resent"), and "Cancel" (toast: "Estimate #{number} canceled").
Newly accepted estimates pulse until you click "Acknowledge". Once acknowledged, the row shows "Done". This is your worklist of wins to turn into orders.
Nothing matches that filter right now. Switch to "All" to see everything.
Those actions only exist while the estimate is in "Sent" status. Accepted, declined, and expired estimates are read-only apart from "View" and "Acknowledge".
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